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JMV Holdings - New Portfolio

Jonathan

JMV Holdings
Individual Investor
Ranked #163 out of 831,619 TipRanks' Investors
Success Rate
85%
121 out of 143
profitable transactions
Average Return
318.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.60%
6-Month Return▲ 36.29%
12-Month Return▲ 71.42%
YTD Return▲ 74.38%
Total Return▲ 238.36%

Best Trade

Opened at
Closed at-
Gain▲ 2785.37%

Bio

Total investment portfolio - NQ, IRA, and Roth

Performance

12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 8.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.65%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.12%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.55%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 4.50%
Nov 2025
▲ 1.44%
▲ 0.04%
▲ 3.99%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 8.78%
▲ 9.25%▲ 5.14%▲ 4.90%
▲ 7.60%▲ 2.30%▲ 7.65%
▲ 2.76%▲ 2.05%▲ 4.52%
▲ 12.88%▲ 3.56%▲ 11.12%
▲ 10.96%▲ 2.38%▲ 7.55%
▼ 3.44%▲ 0.19%▼ 4.50%
▲ 1.44%▲ 0.04%▲ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vale SA
0.49%
▲ 11.44%
7
Buy
Nov 11, 2025
VF
0.37%
▲ 10.15%
6
Buy
Nov 11, 2025
Target
0.24%
▼ 23.29%
6
Buy
Nov 11, 2025
Pfizer
0.47%
▲ 3.81%
3
Buy
Nov 11, 2025
Vanguard Large Cap Index Fund Institutional Shs
0.37%
▲ 0.06%
1
Open
Nov 11, 2025
Opendoor Technologies
0.33%
▼ 32.98%
1
Open
Sep 11, 2025
Vanguard Index Trust Small-Cap Index Fund Instl Shares
12.68%
▲ 34.81%
35
Buy
Jun 09, 2025
Palantir Technologies
65.5%
▲ 1,272.36%
32
Buy
Jun 09, 2025
ARK Israel Innovative Technology ETF
0.05%
▲ 32.41%
3
Buy
Mar 19, 2025
Intel
0.52%
▲ 43.53%
4
Buy
Mar 19, 2025
New Perspective Fund, Class A Shares
1.88%
▲ 34.36%
9
Buy
Mar 12, 2025
The Growth Fund of America Class A Shares
2.1%
▲ 50.76%
8
Buy
Mar 12, 2025
Marvell
0.51%
▲ 32.06%
1
Open
Mar 12, 2025
IonQ
5.75%
▲ 1,020.66%
2
Buy
Sep 06, 2024
Nvidia
0.74%
▲ 80.52%
1
Open
Sep 06, 2024
Nike
0.14%
▼ 18.93%
1
Open
Sep 06, 2024
Dollar Tree
0.33%
▲ 80.95%
1
Open
Sep 06, 2024
Flagstar Financial
0.06%
▲ 1.34%
3
Buy
Jul 01, 2024
PGIM Jennison Small Company Fund Class R6
▲ 5.25%
3
Close
May 28, 2024
Amazon
1.63%
▲ 149.88%
2
Buy
Dec 23, 2022